Description

This course provides an overview of the advisors role in helping clients achieve their goals and objectives.
What You’ll Learn
After completing this course, students will be able to:

Explain the role of the wealth advisor in an integrated approach to planning and financial advice; ;;

Identify the client characteristics for each stage in the financial lifecycle

Describe the clients and advisors goals in each financial planning area

Explain the various steps in the financial planning process

Describe how to apply the planning process to each core financial planning area;

Additional information

Audience	Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.
Length	Approximately 20 minutes
Credits	0.50 CTFA
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online